Ifp Advisors, Inc Etfis Ser Tr I Virtus Private Transaction History

Ifp Advisors, Inc

$3.28 Billion
Q2 2025

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 04, 2023	BUY	$19.92 - $21.38 $167,826 - $180,126	8,425 Added 382.95%	10,625 $220,000
Q2 2022 Sep 06, 2022	BUY	$20.94 - $25.35 $46,068 - $55,770	2,200 New	2,200 $55,000
Q2 2022 Aug 12, 2022	SELL	$20.94 - $25.35 $46,068 - $55,770	-2,200 Closed	0 $0
Q1 2022 Sep 06, 2022	SELL	$24.52 - $26.13 $19,616 - $20,904	-800 Reduced 26.67%	2,200 $55,000
Q1 2022 Aug 08, 2022	BUY	$24.52 - $26.13 $49,040 - $52,260	2,000 Added 200.0%	3,000 $75,000
Q2 2021 Jul 13, 2021	SELL	$23.52 - $25.63 $1,293 - $1,409	-55 Reduced 5.21%	1,000 $25,000
Q4 2020 Jan 25, 2021	BUY	$17.17 - $21.18 $944 - $1,164	55 Added 5.5%	1,055 $21,000
Q2 2020 Aug 05, 2020	BUY	$13.44 - $19.68 $13,440 - $19,680	1,000 New	1,000 $17,000
Q1 2020 May 12, 2020	BUY	$11.76 - $25.91 $0 - $0	0 New	0 $0
Q4 2019 Jan 17, 2020	BUY	$24.37 - $25.76 $0 - $0	0 New	0 $0
Q3 2019 Nov 07, 2019	BUY	$24.64 - $25.6 $0 - $0	0 New	0 $0

Others Institutions Holding VPC

# of Institutions

28

Shares Held

587K

Call Options Held

0

Put Options Held

0

Delta Investment Management, LLC

113K
Shares

$2.11 Million
0.5% of portfolio
Avantax Advisory Services, Inc.

78.1K
Shares

$1.46 Million
0.01% of portfolio
Milestone Asset Management, LLC Pittsburgh, PA

58.6K
Shares

$1.09 Million
0.21% of portfolio
Cetera Investment Advisers Schaumburg, IL

43.6K
Shares

$812,692
0.0% of portfolio
Commonwealth Equity Services, LLC

41.6K
Shares

$774,982
0.0% of portfolio

About ETFIS SER TR I VIRTUS PRIVATE

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